NEOS Russell 2000 High Income ETF
IWMI
18 hedge funds and large institutions have $13.7M invested in NEOS Russell 2000 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, reducing their positions, and 4 closing their positions.
215% more capital invested
Capital invested by funds: $4.34M → $13.7M (+$9.35M)
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
80% more funds holding
Funds holding: 10 → 18 (+8)
6.99% more ownership
Funds ownership: 3.03% → 10.02% (+7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$6.75M |
| 2 |
Jane Street
New York
|
+$968K |
| 3 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$556K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$545K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$498K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$372K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$238K |
| 3 |
TSS
Two Sigma Securities
New York
|
-$207K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$51.4K |
IWMI Hedge Fund Activity: Q4 2024 in Review
18 of the 7,608 institutional investors tracked by Wall St. Rank reported a position in NEOS Russell 2000 High Income ETF (IWMI) for Q4 2024, worth a combined $13.7M — up 215% from $4.34M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IWMI positions and 4 closed out — a net gain of 8 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $6.75M. The largest seller was Old Mission Capital, exiting entirely with an estimated $372K sold.
- 18 institutional investors held NEOS Russell 2000 High Income ETF (IWMI) as of Q4 2024, up from 10 in Q3 2024.
- Funds reported $13.7M of NEOS Russell 2000 High Income ETF stock for Q4 2024, up 215% quarter-over-quarter.
- 12 funds opened new NEOS Russell 2000 High Income ETF positions in Q4 2024 and 4 closed out, a net change of +8 holders.
- The largest NEOS Russell 2000 High Income ETF buyer in Q4 2024 was Gradient Investments, an estimated $6.75M added.
- The largest NEOS Russell 2000 High Income ETF seller in Q4 2024 was Old Mission Capital, an estimated $372K sold.
Based on aggregated 13F filings for Q4 2024.